Onboarding

• ‍I forgot my password, how do I reset my password?

To reset your password follow this steps:

1. Go to the URL of the back office.
2. Click on “i forgot my credentials” in the lower right part of the screen.
3. Enter your email address and click on “submit”.
4. Open your inbox and look for the notification to reestablish your password. Please note that sometimes this notification could be in spam or another carpet (notifications, social, promos).
5. Follow the link to recover your access credentials by reseting your password.
6. Write down a new password that must be: at least 8 characters long, with at least one uppercase character and at least one number.

💡After you set a new password it is important to keep it where you can easily find it. We suggest you use a password manager so that your username and password are safely remembered on your preferred device.‍

• What should I do if I don't receive a password reset email?

If you don’t receive this notification, the first thing to do is to check that you are trying to recover the correct email address. In the backoffice, your user is created within a company and attached to a particular email.  The first thing to check is that you are using exactly the same email that is registered in backoffice. For this purpose contact the person in your organization who has an administrative role and can give you the registered email address. Once you have it, follow the steps to reset password above using the correct email address.

• How do I set a new password within the platform?

Once you are logged into the backoffice, this can be done in my account  in the lower left part of the screen.

1. Enter in My Account.
2. Find the user information section.
3. Go to “set a new password” above user name.
4. You will be asked to set a new password by first typing your current password and then a new one. This new password must be at least 8 characters long, with at least one uppercase character and at least one number.
5. Go to “update password” to save your new password.

• ‍How do I configure the language?

This can be done in my account, in the lower left part of the screen

1. Enter in My Account.
2. Find the user information section.
3. Go to “Language settings”.
4. Choose your preferred language and go to accept to save your preferences.

🚨It is important to set up your language correctly because all the email notifications will arrive in this language.

• ‍How do I update contact information, address, logos, social networks, company description?

When you are logged into the backoffice you can edit all of this information in the company section:

1. Enter in Company
2. Go to Edit company button in the higher right part of the screen
3. Now you can edit: company information, short and long description, legal name, registration number, company logo, company image, contact data (email address and phone number) and social links
4. Click on save changes

• How do I deactivate users and register new users?

To deactivate a user, first you need to have this kind of permission enabled. This is a typically permission assigned to the person who manages every aspect of the marketplace. If you do have this “owner” role, follow the next steps:

1. Go to Global scope in the lower left part of the screen.
2. Find the Permissions section and enter in Users.
3. Find the user you want to deactivate and click on it: you will find all the information related to the user
4. Click on Deactivate Account button at the bottom of the page
5. You will be asked to type “deactivate account” to confirm the deactivation

⛔ Please remember that once you deactivate and account you will initiate irreversible anonymization of personal data after 30 days, in compliance with legal regulation. For more information you can visit user states doc

To register a new user within the backoffice, you need to have this kind of permission enabled. This is a typically permission assigned to the person who manages every aspect of the marketplace. If you do have this “owner” role, follow the next steps:

1. Go to Global or Company scope (in both scopes you can create new users).
2. Enter in the Company section.
3. Click on “Create User” in the bottom of the page.
4. Fill all the information required: first name, last name, email, user name and role.
5. Click on Accept button to create the new user.

RFQ Events

• ‍Where can I see the product specifications of a lot item as a supplier?

Follow the next steps:

1. Log in to your account.
2. Enter in sourcing, scheduled events.
3. Enter in open events tab and find the event you are interest in participating.
4. Click on submit quote.
5. Inside the lot, you will find a lot item, which is a product.
6. Click on the name of the product, which is in larger blue letters.
7. In the overview tab, you can find all the product information: name, description, image, and categorization.
8. In the variants tab, you can find if there are variants, their names, units, products, and package measurements.

• Where can I see the product delivery options as a supplier?

To see the delivery options of a lot, follow the next steps:

1. Log in to your account.
2. Enter in sourcing, scheduled events.
3. Enter in open events tab and find the event you are interest in participating.
4. Click on submit quote.
5. Once you are in the live console you can find delivery options section and see the information for the incoterm and the agreed delivery point.

• ‍What should I do when I don't receive an invitation email to an event to which I am supposed to be invited?

If it is a private event and you don’t receive an invitation email, you must get in contact with the user who created the event so you can check if this user, invited your company correctly, and check if your email address is correctly registered as a user in that company. If this is okay, and you don’t receive the notification in your inbox then probably the notification can be in another folder such as spam, notifications. We advise you to look in all the folders in your email box.Finally, if you are invited, you will be able to see the invitation to this event directly in the console. So if you enter the platform and then go to sourcing—> scheduled events—> invitations, you will be able to see all the events you have been invited to.

• What should I do when I see and error sending my quote such as "failed to send your response"?

If this message appears it is for several reasons: it could be because the time for sending the quote had elapsed, because of a lack of necessary permissions or to an error.In the first case, you must check the time you have for sending quotes, when you enter a live RFQ event in the live console there is a clock that shows the time left. It is not possible to send quotes after this time has ended.The second scenario implies you will have to check that you have the correct type of role and permission assigned for sending quotes. You can check your type of role in my account section, and you can ask the person with an administrative role inside your company for the type of permissions you have, in case you don’t have permission to send quotes, it should be enabled by the administrative user of the platform.The third reason implies there is an error or incident with the platform, in which case you have to contact the administrative responsible for the platform.

💡Finally, we also suggest deleting browsing data stored as cached files and images going to configuration in your preferred browser. Also, a good practice is to refresh the page and try again.

• ‍How do I know if my offer was awarded or not?

Every user who participated in sending a quote receives an email notification that announces if their quote was awarded or not. Also if you log into the platform and go to Sourcing —> Scheduled events and look for the event in particular you are interested in knowing the results, which must be at an awarded state.Click on review event, and here you can see, by different lots if your quote was a successful quote and the lot was awarded to your company or if your quote was unsuccessful, which means that your quote was not selected for that lot in particular.

• ‍Where can I see the closed event agreements on the platform?

To see and review your supply agreements you have to:

1. Log in to your account.
2. Go to the agreements section.
3. You will see a list of all the agreements your company has.
4. Find the event of your interest and review it whenever you want.

🚨Please note that you are only going to see the supply agreements that your company was awarded for. It is not possible to see agreements from other companies or events that you didn't participate in and was awarded.

To see and review your purchase agreements:

1. Log in to your account.
2. Go to the agreements section.
3. You will find a list of all the purchase agreements your company has
4. Find the event of your interest and review it whenever you want

🚨Please note that you are only going to see the purchase agreements that your company participated in by creating the RFQ event. It is not possible to see agreements from other companies or events that you didn't create.

• ‍How can I request technical support?

For technical support please contact the administrator of the platform.